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Emailing a copy and printing a form Email someone a link to read a filled-in form, see who opened it, and print it with or without its audit trail. A person's Compliance tab See where one client or employee stands, exempt them or move a due date, and print their compliance history. Building a form Create a form from scratch or a starter template, then lay out its sections and questions. Publishing a form and its versions Put a form into use, change it safely in a draft, and understand living documents and many responses. Audit files Set up an auditor's checklist once, then generate one PDF of the evidence for the people they name. Versions keep the past as it was Why forms, living documents such as a plan of care, and a client's task list change by new versions instead of being edited in place.